To process a credit/debit card payment, enter the payment details in the Payment window then select a card from the Credit Card dropdown. To directly withdraw from a patient's checking or savings account (ACH payment), select the PaySimple ACH account instead. Or select New Card to enter new account information.

Click X-Charge, PayConnect, or PaySimple to initiate the Credit Card processor. If multiple card processing programs are enabled, and a card or account is selected, use the program listed next to the number to process the payment. Otherwise, you will be prompted to enter new card or account information.

XCharge (OpenEdge): Select Purchase as the transaction type. For new cards, check Save Token to safely store the card on file and click OK to enter the new card information. Click Process or F12 to charge the card.

Note: If a card terminal is attached, swipe the card after selecting F12 Process.

PayConnect Window: Select Sale as the transaction type. For new cards, enter the card information and check Save Token to safely store the card on file then click OK to charge the card.

PaySimple Window: Select Sale as the transaction type for credit/debit or click the ACH tab for a direct withdrawal. For new accounts, enter the card or bank account information and uncheck One-Time Payment to safely store the card or bank account on file then click OK to charge the card or account.

After the card or account has been processed, the Credit Card Transaction Details will be automatically added to the payment note. It will indicate successful or declined transactions.

Click Print Receipt or E-mail Receipt on the payment window to manually send a receipt generated from the credit card processor. These receipts can also be set to automatically print after a successful transaction, see XCharge Setup or PayConnect Setup. To print a receipt that shows patient account information, see Receipt.

Click OK to post the payment to the patient account.

Note:

When a payment transaction is declined, click cancel or try again. Clicking OK will post the transaction amount to the account.